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Legacy Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Legacy Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.14M Hold
15,552
– – 0.2% 63
2026
Q1 		$1.76M Hold
15,552
– – 0.21% 60
2025
Q4 		$1.92M Hold
15,552
– – 0.21% 60
2025
Q3 		$1.88M Buy
+15,552
New +$1.79M 0.23% 58
2025
Q2 		– Sell
-15,552
Closed -$1.44M – 204
2025
Q1 		$1.44M Hold
15,552
– – 0.15% 116
2024
Q4 		$1.58M Hold
15,552
– – 0.15% 104
2024
Q3 		$1.49M Hold
15,552
– – 0.16% 109
2024
Q2 		$1.44M Hold
15,552
– – 0.17% 96
2024
Q1 		$1.31M Hold
15,552
– – 0.17% 108
2023
Q4 		$1.17M Hold
15,552
– – 0.15% 117
2023
Q3 		$1.07M Hold
15,552
– – 0.17% 117
2023
Q2 		$1.1M Hold
15,552
– – 0.16% 112
2023
Q1 		$994K Hold
15,552
– – 0.18% 97
2022
Q4 		$910K Hold
15,552
– – 0.17% 98
2022
Q3 		$900K Hold
15,552
– – 0.2% 77
2022
Q2 		$939K Hold
15,552
– – 0.2% 77
2022
Q1 		$1.19M Buy
+15,552
New +$1.17M 0.23% 65

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Legacy Advisors's IVW Position: Q2 2026 in Review

Legacy Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 15,552 shares worth $2.14M. The position accounts for 0.2% of the portfolio, ranked #63.

Legacy Advisors first reported a position in IVW in Q1 2022 and has held it in 17 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Legacy Advisors held 15,552 shares of iShares S&P 500 Growth ETF worth $2.14M as of Q2 2026.
  • Legacy Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.2% of Legacy Advisors's portfolio in Q2 2026, its #63 holding.
  • Legacy Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.